The Boeing Company
AT ˙ WBAG ˙ US0970231058
€ 185,80 ↑1,20 (0,65%)
2026-06-04
AKTIENPREIS
SecurityAT:BA / The Boeing Company
InstitutionKWB Wealth
Latest Disclosed Ownership2,207 shares
Latest Disclosed Value $ 479,213
KWB Wealth reports 1.89% increase in ownership of BA / The Boeing Company

On April 8, 2026 - KWB Wealth filed a 13F-HR form disclosing ownership of 2,207 shares of The Boeing Company (AT:BA) valued at $372,056 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 2,166 shares of The Boeing Company. This represents a change in shares of 1.89% during the quarter. The current value of the position is $410,061 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-08 2026-03-31 13F BOEING COM 097023105 2,207 41 1.89 479 1.91 0.0474
2026-01-12 2025-12-31 13F BOEING COM 097023105 2,166 220 11.31 470 15.48 0.0445
2025-10-08 2025-09-30 13F BOEING COM 097023105 1,946 -91 -4.47 408 17.29 0.0451
2025-07-17 2025-06-30 13F BOEING COM 097023105 2,037 268 15.15 347 10.86 0.0422
2025-04-10 2025-03-31 13F BOEING COM 097023105 1,769 1,769 313 0.0378
2025-01-14 2024-12-31 13F BOEING COM 097023105 0 -2,106 -100.00 0 -100.00
2024-10-07 2024-09-30 13F BOEING COM 097023105 2,106 0 0.00 383 -5.67 0.0500
2024-07-24 2024-06-30 13F BOEING COM 097023105 2,106 0 0.00 406 0.00 0.0559
2024-04-19 2024-03-31 13F BOEING COM 097023105 2,106 39 1.89 406 -24.54 0.0547
2024-01-10 2023-12-31 13F BOEING COM 097023105 2,067 21 1.03 539 24.54 0.0777
2023-10-11 2023-09-30 13F BOEING COM 097023105 2,046 -268 -11.58 432 -11.48 0.0693
2023-07-24 2023-06-30 13F BOEING COM 097023105 2,314 93 4.19 489 15.37 0.0773
2023-04-07 2023-03-31 13F BOEING COM 097023105 2,221 294 15.26 423 15.26 0.0780
2023-02-10 2022-12-31 13F BOEING COM 097023105 1,927 -294 -13.24 367 36.43 0.0698
2022-11-14 2022-09-30 13F BOEING COM 097023105 2,221 -45 -1.99 269 -13.23 0.0537
2022-08-10 2022-06-30 13F BOEING COM 097023105 2,266 9 0.40 310 -31.72 0.0597
2022-05-10 2022-03-31 13F BOEING COM 097023105 2,257 0 0.00 454 0.00 0.0757
2022-02-02 2021-12-31 13F BOEING COM 097023105 2,257 0 0.00 454 -8.47 0.0755
2021-11-12 2021-09-30 13F BOEING COM 097023105 2,257 0 0.00 496 -13.74 0.0881
2021-08-10 2021-06-30 13F BOEING COM 097023105 2,257 0 0.00 575 0.00 0.1103
2021-05-10 2021-03-31 13F BOEING COM 097023105 2,257 -222 -8.96 575 8.29 0.1099
2021-02-10 2020-12-31 13F BOEING COM 097023105 2,479 2,479 531 0.1105
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.